Auckland Education Reserves — Education Charity in Wellington

Auckland Education Reserves is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.3/100). Annual revenue: $0.5M NZD. Financial data as at April 2025.

Mission: The charity receives ground rent from the land owned by the trust, and pays the net income to the University of Auckland following receipt of a proposal from the University for the use of the funds. The Minister of Education consents to the use.

Registration Number
CC43475
Charity Type
Trust
Registration Date
2010-01-26
Status
Active
CharityData Rating
C+ (67.3/100)
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (other)
Data as at
April 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.4M NZD
Total Assets
$90.7M NZD
Net Assets
$90.4M NZD
Reserve Months
6.5 months of operating expenses
Volunteers
0
Financial Year End
2025-04-30

Financial History

YearRevenueExpensesNet Assets
2025$0.5M$0.4M$90.4M
2024$0.4M$0.4M$90.3M
2023$0.4M$0.1M$90.4M
2022$0.5M$0.6M$90.5M
2021$0.7M$1.2M$115.6M
2020$0.5M$0.0M$116.1M
2019$0.7M$0.7M$115.6M
2018$0.7M$0.6M$115.7M
2017$0.6M$0.6M$48.1M
2016$0.6M$0.6M$48.1M

CharityData Rating

Overall Grade
C+
Overall Score
67.3/100
Financial Score
72.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustStatutory Administrator1912-10-15

Similar Charities in Education

FunderEducationTrustOther

Auckland Education Reserves

CC43475Wellington, WellingtonRegistered 26 Jan 2010
Data updated: 5 days ago
Financials30 Apr 2025Rating3d ago

Financial data as at April 2025. Sourced from Charities Services register.

C+
67/100
Financial
73
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$474.1K

Expenses

$394.5K

Assets

$90.7M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The charity receives ground rent from the land owned by the trust, and pays the net income to the University of Auckland following receipt of a proposal from the University for the use of the funds. The Minister of Education consents to the use.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$474.1K
Total Expenses
$394.5K
Net Assets
$90.4M
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.5mo
Could operate 6.5 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

15
Score /100
Highly Concentrated
HHI: 8,494
High Concentration: 92% of revenue from Other
Other91.8%
Investment Income8.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
67
#32/133
Revenue
$474K
#34/133
Reserve Months
6.5
#1/133
Surplus
$80K
#40/133
Staff Cost %
0%
#1/133

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

C+
Score: 67.3/100
Financial
72.5
Governance
55
Transparency
65
Why this grade: Financial 73 × 40% + Governance 55 × 60% = 62 → C+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC43475
Entity TypeTrust
Registered26 Jan 2010
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 29 September 2026.